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The Future Is Now: Keys to Financial Services Success in 2021

Featured Speakers:

Spiros Margaris, FinTech Venture capitalist and Founder, Margaris Ventures

Chris Skinner, FinTech Author and Commentator

Jeff Ritter, Corporate Development, Investments, and Strategic Initiatives, Cumberland Mutual

Rohit Mahna, SVP and GM of Financial Services, Salesforce

Where is the financial services industry heading as we begin 2021? Salesforce Research’s report “Trends in Financial Services” uncovers how the industry evolved (and continues to evolve) to better serve customers due to the pandemic. Digital technologies, including automation and artificial intelligence, are taking center stage as customer needs and expectations shift.

Join industry experts, Rohit Mahna, Spiros Margaris, Chris Skinner, and a special Trailblazer guestfor a discussion on where the industry is now, where it’s heading, and how to be successful in 2021.

Key takeaways include:

  • The keys to success in 2021 for top financial service institutions (FSIs) based on the shifting priorities from 2020.

  • The differences between FSIs that are focused on growth vs. stabilization and what that means in terms of short-term and long-term success.

  • Next steps for FSIs in the midst of accelerated digital transformations and autonomous finance implementations.


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